Header
The IN00 – Fixed Asset Inventory Count Header includes fields designed to capture essential information about the inventory count process and ensure that the correct register is referenced during the inventory. This includes details such as the employees responsible for conducting the count, the date the inventory is performed on, and the asset type.
The inventory count can be conducted either for fixed assets (FA), such as machinery, equipment, or property, or for small tools.
The IN00 – Fixed Asset Inventory Count Header can be accessed by selecting Financials | Fixed assets | Inventory Count | IN00 – Fixed Asset Inventory Count
The Header consists of the following functional units:
| Path |
Used to specify the folder Path for exporting and importing FA information.
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Hint
When using the Wizards functions, the Path determines:
- the folder from which data will be imported. If a FA list exists outside the program, it can be imported from this location;
- where FA data will be exported to.
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To set the Path, click the Three Dots. A new window Open Directory opens, allowing browsing and selection of the desired folder.
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| Comission |
In this section, select three employees from the drop-down menus, one in each field. These employees form the inventory Commission and are responsible for conducting the FA inventory check.
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Hint
- The list of employees is based on the Users list configured in the Administration Panel settings. Only employees who have been added to this list will appear on the drop-down menu.
- Double-clicking the field opens the Subjects register, where employee data can be edited.
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| Date |
Indicates the Date on which the inventory was performed.
By default, the current Date is automatically filled-in, but it can be manually edited or selected as needed.
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| Number |
A unique identifier for the inventory count, generated automatically by the program, for example 25-IN00-000001.
The Number consists of three parts: a two-character year code, a three-character document type identifier, and a six-digit serial number.
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| Confirmed |
Check the box when the inventory count is finalized. Selecting it indicates that all data has been reviewed and the inventory process is considered complete.
Once the inventory count is Confirmed, the record and its existing lines can no longer be changed or deleted. However, it is still possible to add new fixed FAs to the record if needed.
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Type:
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Use the radio buttons to specify the category for which the inventory count will be conducted:
- Fixed Assets: Select this option if the inventory applies to FAs recorded in the Fixed Assets register, such as machinery, equipment, or property.
- Small Tools: Choose this option if the inventory relates to tools and smaller equipment tracked separately in the Small Tools register.
Based on this selection, the drop-down menu of the Invent. No. field in the Items section, will display choices from the corresponding register (either Fixed Assets or Small Tools) ensuring that only relevant items are shown for the inventory count. |